+45.3%
XOP vs MGY
+8.9%
+36.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.2% | -1.2% | -2.5% |
| 7D | -10.5% | -12.1% | +1.6% | -1.5% |
| 30D | -4.3% | -2.6% | -1.7% | -2.2% |
| 3M | +4.7% | -4.2% | +8.9% | +7.2% |
| 6M | -0.1% | -23.9% | +23.8% | +23.2% |
| YTD | +43.8% | +8.8% | +35.0% | +31.4% |
| 1Y | +45.3% | +9.5% | +35.8% | +32.3% |
| All | +45.3% | +8.9% | +36.3% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MGY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling